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Aptus Capital Advisors, LLC

Position in SMBK — Smartfinancial Inc.

CIK 1664193 FAIRHOPE, AL

Position in SMBK

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$423,640
+$126,242 QoQ
Shares Held
9,029
+18.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SMBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $171,165,793 across 34 Banks - Regional names. SMBK ranks #23 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SMBK

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $423,640 9,029
2026-03-31 $297,398 7,610
2025-12-31 $280,864 7,593
2025-09-30 $270,154 7,561
2025-06-30 $254,869 7,545
2025-03-31 $233,938 7,527
2024-12-31 $232,535 7,506
2024-09-30 $422,238 14,490
2024-06-30 $342,031 14,450
2024-03-31 $304,461 14,450
2023-12-31 $353,880 14,450
2023-09-30 $308,796 14,450
2023-06-30 $310,819 14,450
2023-03-31 $334,373 14,450
2022-12-31 $397,375 14,450
2022-09-30 $357,059 14,450
2022-06-30 $349,112 14,450
2022-03-31 $369,631 14,450
2021-12-31 $395,352 14,450
2021-09-30 $373,532 14,450
2021-06-30 $346,944 14,450
2021-03-31 $312,842 14,450
2020-12-31 $272,136 15,002
2020-09-30 $203,877 15,002
2020-06-30 $242,732 15,002
2020-03-31 $228,180 15,002